DB Wealth Management
David Bilka, CFP®
President
352-728-6789
dbilka@royalaa.com
Welcome

At DB Wealth Management, we can help.

The hallmark of our firm is educating, providing trusted advice, and first-class service to our clients. Regardless of how simple or complex your financial situation, we put you at the center to ensure that your plans accurately reflect your unique vision and values.

By design, we are an independent firm allowing us to serve clients with objective advice.  We are small enough to offer you the personalized service that you're looking for, yet large enough to have access to a wide variety of investment options.  

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you optimize your wealth and simplify your life.

Welcome to DB Wealth Management.  Welcome to your financial future.

Latest Video Client Alert
Newsletters
  • Key Numbers for 2015
    Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for
  • 10 Financial Terms Everyone Should Know
    Understanding financial matters can be difficult if you don't understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer.
  • Should Life Insurance Be Part of Your Retirement Plan?
    Most of us think of life insurance as protection against financial loss should we die prematurely. But if and when we reach retirement and the kids
  • Should I be worried about a Federal Reserve interest rate hike?
    After years of record-low interest rates, at some point this year the Federal Reserve is expected to begin raising its target federal
  • How can I try to manage the impact of an interest rate hike?
    With higher interest rates a distinct possibility in 2015, you may want to think about whether the bond portion of your portfolio is
    
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Securities, insurance & advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment adviser. DB Wealth Management, LLC is not affiliated with Royal Alliance Associates, or registered as a broker-dealer or an investment adviser.



This communication is strictly intended for individuals residing in the state(s) of FL, NE and OH. No offers may be made or accepted from any resident outside the specific states referenced.